A weekly account of the curious goings-on in the world of financial services from Money Marketing’s diary page here on Wells Street
Over the last few weeks I’ve been reviewing recent reports available to the advisory community. The one which particularly caught my attention was “Drawdown: Is it working for consumers?” which was produced by Zurich. It is based on a YouGov survey of 742 people who have moved into drawdown since pension freedoms began. The main points I pulled from the research […]
You know when you have given your clients sound advice based on everything you can reasonably be expected to know. But will it stand the test of time? The UK has become increasingly litigious and the rules on which advice to clients is based can change in the blink of an eye. With the passing […]
Advisers will be included in a new directory proposed by the FCA aimed at helping consumers and other firms check the status and history of people working in financial services. The directory would include people who hold “senior manager” roles that, under the new Senior Managers Regime, would need FCA approval and also people whose […]
Following the surprise return of a majority Conservative government, George Osborne announced that he will deliver a second budget statement on 8 July this year.
- Top trends
News and expert analysis straight to your inboxSign up